See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,324 | $175,202-9.1% | $149,673+6.4% | $139,434+14.3% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 19.26% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,526 | $5,474-72.1% | $4,818-68.3% | $4,751-67.9% |
| Participant deferral / active EE | $6,897 | $6,519+5.8% | $5,680+21.4% | $6,710+2.8% |
| Admin fee / account holder | $1,934 | $16,150-88.0% | $13,210-85.4% | $11,403-83.0% |